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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,216 | $112,131-72.2% | $95,964-67.5% | $158,982-80.4% |
| Participation rate | 61.5% | 79.0%-17.5pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 25.05% | 171.19%-146.1pp | 91.64%-66.6pp | 302.99%-277.9pp |
| Employer contribution / active EE | $1,571 | $3,199-50.9% | $2,541-38.2% | $4,763-67.0% |
| Participant deferral / active EE | $2,402 | $4,784-49.8% | $4,167-42.3% | $5,983-59.9% |
| Admin fee / account holder | $19 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |